16.10.2013 - Crunch time for commodity managers as fundamentals return

This year is likely to be make or break for commodity funds as supply and demand fundamentals gain the upper hand in driving prices following five years of dismal performance determined mainly by economic factors.
The resurgence of fundamentals should, in theory, make it easier for active managers with specialist knowledge and skills to deliver decent returns, but this change may not turn out to be the panacea that they had hoped for...............................................Full Article: Source